Expertise

As part of the Northwestern Mutual Financial Network, our financial representatives draw from a wide range of resources to offer clients customized solutions that will help meet their individual financial needs. With exclusive access to world-class products and services such as life insurance, disability income insurance, education funding alternatives, retirement solutions, estate analysis, and business needs analysis, our representatives can create a personalized and flexible approach that incorporates complementary financial solutions for each of their clients.

Having expert resources to draw upon is the key to our representatives’ success. Representatives work in collaboration with our team of expert advisors and specialists.

Clients rely on the knowledge and insight of their representatives for guidance and an approach that is versatile enough to accommodate life’s changing situations.

Areas of Expertise

Business Needs Analysis
Many business owners start out with an approach designed for growth and success. Now that you’ve made something of your business, can you protect your success? Our estate and business planning specialists can prepare a business needs analysis for you to evaluate your risk management, business continuation and employee benefit needs. They will work in cooperation with experienced specialists from the Northwestern Mutual Financial Network and your own advisors to help develop effective solutions that will accomplish your specific financial objectives.

Employee and Executive Benefit Services
Employee benefits are an important part of the growth of your business. Benefits such as health insurance, pension plans, group life and disability income plans make up the compensation package that helps ensure continued employee satisfaction and well-being within your company. Designing an employee benefit approach can be a complicated, technical and time-consuming matter. Working with a specialist from our Network affiliate, Strategic Employee Benefit Services, a nationwide program providing employee benefit services, we can help you create a solution designed around the unique needs of your company.

Estate Analysis
You’ve worked hard to build your estate over your lifetime. Probably the last thing you want upon your death is your heirs being forced to sell a portion of your estate to pay taxes or debts. Our estate and business planning specialists can assist you with estate, business and executive benefit solutions to protect your assets and help ensure your estate is settled the way you desire.